-99.9%
AMIX vs LNT
+66.3%
-166.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.5% | -20.5% | -19.9% |
| 7D | -8.1% | -0.2% | -7.9% | -8.1% |
| 30D | -52.3% | +11.6% | -63.9% | -51.5% |
| 3M | -83.8% | +8.2% | -91.9% | -83.6% |
| 6M | -79.0% | +3.1% | -82.1% | -79.2% |
| YTD | -87.2% | +16.8% | -104.0% | -88.7% |
| 1Y | -91.7% | +11.6% | -103.3% | -92.3% |
| All | -99.9% | +66.3% | -166.2% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LNT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling